BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.54B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$622M
AUM Growth
-$15K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$4.81M
3
+$1.65M
4
THS icon
Treehouse Foods
THS
+$1.45M
5
DD icon
DuPont de Nemours
DD
+$1.26M

Top Sells

1
+$8.63M
2
+$5.93M
3
+$1.83M
4
AAPL icon
Apple
AAPL
+$1.37M
5
DD
Du Pont De Nemours E I
DD
+$1.36M

Sector Composition

1 Financials 17.23%
2 Consumer Discretionary 14.52%
3 Healthcare 11.27%
4 Technology 11.16%
5 Industrials 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$23K ﹤0.01%
1,000
352
$23K ﹤0.01%
255
-707
353
$23K ﹤0.01%
1,500
354
$23K ﹤0.01%
350
355
$23K ﹤0.01%
280
356
$23K ﹤0.01%
500
357
$23K ﹤0.01%
480
-38,120
358
$22K ﹤0.01%
975
359
$22K ﹤0.01%
1,264
360
$22K ﹤0.01%
1,500
361
$22K ﹤0.01%
50
362
$21K ﹤0.01%
250
363
$21K ﹤0.01%
750
364
$21K ﹤0.01%
1,500
365
$20K ﹤0.01%
+300
366
$20K ﹤0.01%
400
367
$20K ﹤0.01%
250
368
$20K ﹤0.01%
192
369
$20K ﹤0.01%
264
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370
$20K ﹤0.01%
184
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371
$20K ﹤0.01%
500
372
$20K ﹤0.01%
351
-819
373
$19K ﹤0.01%
500
374
$19K ﹤0.01%
450
375
$19K ﹤0.01%
1,800
13 14
15
16 17